October 7, 2021

Macro Series

Global Letter – Investment requirements for a 2C world

BY Silja Sepping, John Llewellyn

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Dear Colleague,

Of the many issues that will be discussed in connection with the forthcoming COP26 meeting, one that need not be is the investment cost of switching to a green economy. The requisite resources will be available: though they seem unlikely to be deployed in time.

Macro-series-Investment-requirements-for-a-2-degree-C-world-October-2021

Trimmed Means

( < 1 min) The ‘Core’ measure of US inflation has risen misleadingly: it seems unlikely virulently to ‘infect’ other prices.  

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( < 1 min) Please find attached our foundation document, World View & Risks. Published quarterly, it presents: In two concise summary pages our judgement about the likely behaviour of the principal drivers of the world economy and financial

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